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Hedge Funds Similar to Walkner Condon Financial Advisors

13F Portfolio OverlapQ2 2026Walkner Condon Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Walkner Condon Financial Advisors LLC is an institutional investor managing $871M across 344 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Walkner Condon Financial Advisors are Hudson Oak Wealth Advisory, Upper Left Wealth, Compass Wealth, with shared positions in $GLDM, $STT, $IAU, $OUNZ, $KLAC, $GLTR. The full ranking of 25 similar funds is below.

#1Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$GLDM$STT$IAU
$130M
52 positions
#2Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$STT$IAU
$180M
73 positions
#3Compass Wealth Management, LLC/GAActive
Notable overlap · 3 shared positions
$GLDM$STT$IAU
$251M
74 positions
#4RCW Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$STT$IAU
$112M
68 positions
#5Destiny Capital Corp/COSmart money
Notable overlap · 3 shared positions
$GLDM$STT$OUNZ
$215M
58 positions
#6Parcion Private Wealth LLCPassive
Notable overlap · 4 shared positions
$GLDM$STT$IAU$KLAC
$1.8B
529 positions
#7Argos Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$GLDM$GLTR$IAU$KLAC
$378M
224 positions
#8ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$GLDM$MRVL
$621M
90 positions
#9SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$GLDM$ANET$STT
$5.6B
669 positions
#10Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$GLDM$IAU
$125M
84 positions
#11RM Financial Services, LLCPassive
Notable overlap · 3 shared positions
$GLDM$ANET$BAH
$135M
79 positions
#123EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$GLDM$STT$IAU
$2.2B
94 positions
#13PALLADIEM, LLCActive
Notable overlap · 3 shared positions
$GLDM$GLTR$KLAC
$103M
136 positions
#14Pitcairn Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$STT$GLDM$OUNZ$MRVL
$913M
281 positions
#15Copia Wealth ManagementPassive
Notable overlap · 4 shared positions
$GLDM$STT$IAU$YMM
$166M
570 positions
#16NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$GLDM$IAU$KLAC
$838M
122 positions
#17Mission Creek Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$GLDM$ANET$MRVL
$569M
231 positions
#18Avid Wealth Partners LLCActive
Notable overlap · 3 shared positions
$GLDM$IAU$YMM
$207M
77 positions
#19Collaborative Wealth Managment Inc.Active
Notable overlap · 3 shared positions
$GLDM$GLTR$STT
$238M
170 positions
#20RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 3 shared positions
$GLDM$STT$IAU
$581M
172 positions
#21Napier Financial, LLCActive
Some overlap · 3 shared positions
$GLDM$NU$MRVL
$480M
472 positions
#22ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$IAU$ANET
$604M
161 positions
#23My Portfolio Guide, LLC
Some overlap · 3 shared positions
$GLDM$OUNZ$ANET
$181M
166 positions
#24Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$STT$IAU$KLAC$MRVL
$246M
210 positions
#25FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$STT$IAU$KLAC$MRVL
$2.4B
979 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.